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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,559 | $114,013-77.6% | $103,693-75.4% | $155,188-83.5% |
| Participation rate | 46.2% | 75.2%-29.0pp | 72.6%-26.5pp | 80.8%-34.6pp |
| Annual return | 17.91% | 49.31%-31.4pp | 47.61%-29.7pp | 148.84%-130.9pp |
| Employer contribution / active EE | $1,393 | $3,131-55.5% | $2,920-52.3% | $4,248-67.2% |
| Participant deferral / active EE | $1,393 | $4,970-72.0% | $4,579-69.6% | $6,531-78.7% |
| Admin fee / account holder | $514 | $8,407-93.9% | $7,858-93.5% | $14,480-96.4% |